Outlook: H2 expected to be much stronger π
β’ Management expects double-digit growth for FY26
β’ ADS + Sweden + Auto recovery = key drivers
β’ Structural shift towards high-margin, high-entry-barrier businesses
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Semiconductors: early but high potential π§
β’ Currently working with one large global customer
β’ Only ~25β30% of potential tapped so far
β’ Clean room (Class 1000) already set up
β’ More OEM discussions ongoing
This could be a long-term value kicker.